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Customer Success Officer
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- Focus on sourcing business clients for various business banking products
- Identify and engage with potential business clients through outbound efforts, referrals, and open market
- Educate prospective customers on bank’s business banking solutions, tailored to startups, SMEs, and modern entrepreneurs.
- Support discovery meetings and convert qualified leads and onboard the clients.
- Seamless Client Onboarding
- Lead the full onboarding process for new clients — from initial documentation to platform activation.
- Ensure customers understand Bank’s features, benefits, and tools via personalized training and onboarding sessions.
- Partner with internal teams (Compliance, Tech Support, Product) to resolve issues and deliver a frictionless start.
- Client Relationship Building
- Serve as the primary point of contact for new clients during their initial engagement phase.
- Build strong, trust-based relationships through proactive communication and support.
- Work cross-functionally with Sales, Marketing, Product, and Support teams to improve lead quality and customer journeys.
- Maintain detailed, accurate records in Bank’s CRM system (e.g., Salesforce/HubSpot).
- Deliver regular reports on onboarding progress, customer health scores, and pipeline status.
- Upselling, Cross-Selling & Retention Support
- Identify opportunities to introduce additional Bank services or features that enhance client value.
- Support retention initiatives and early-stage lifecycle management efforts.
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